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Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, TDSC, CLSM, BIL, IUSB, and represent 20.51% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: BALT (+$83M), BSCO (+$69M), CLSM (+$68M), IVV (+$47M), XLF (+$37M), IVE (+$34M), SPY (+$27M), DYNF (+$23M), BUFF (+$23M), BUFR (+$22M).
Started 108 new stock positions in ZROZ, CB, TQQQ, VTEB, TJUL, VONG, ITB, AMAT, RKLB, BINC.
Reduced shares in these 10 stocks: Guggenheim Bulletshrs 2023 Corp Bd Etf (-$93M), TDSC (-$55M), Exchange Listed Fds Tr (-$52M), UJUL (-$31M), Exchange Listed Fds Tr (-$28M), Exchange Listed Fds Tr (-$27M), DJUL (-$23M), XLY (-$22M), SHY (-$22M), Exchange Listed Fds Tr (-$19M).
Sold out of its positions in GLTR, TLPH, Alzamend Neuro, APLE, ABR, BIDU, BIIB, CCL, DVN, QQQE.
Foundations Investment Advisors was a net buyer of stock by $211M.
Foundations Investment Advisors has $3.7B in assets under management (AUM), dropping by 14.72%.
Central Index Key (CIK): 0001743404

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Positions held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 665 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Foundations Investment Advisors has 665 total positions. Only the first 250 positions are shown.

Sign up to view all of the Foundations Investment Advisors Dec. 31, 2023 positions
Download the Foundations Investment Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.3	$197M	+31%	400k	491.64	View chart
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	4.8	$179M	-23%	7.7M	23.38	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	4.1	$152M	+81%	7.5M	20.18	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.6	$135M	-11%	1.5M	91.42	View chart
Ishares Tr Core Total Usd (IUSB)	2.7	$102M	+15%	2.2M	46.13	View chart
Exchange Listed Fds Tr Cabana Target 7 (TDSB)	2.5	$94M	+22%	4.3M	21.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$91M	+42%	186k	489.20	View chart
Innovator Etfs Tr Defined Wlt Shld (BALT)	2.2	$83M	NEW	2.9M	28.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	1.9	$70M	+17095%	3.3M	20.94	View chart
Ishares Tr Short Treas Bd (SHV)	1.7	$64M	-16%	585k	110.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$61M	-17%	402k	152.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.6	$61M		1.0M	58.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$59M	+50%	141k	421.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$59M	+136%	333k	175.92	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$57M	+5%	1.1M	51.80	View chart
Apple (AAPL)	1.5	$57M	+19%	305k	186.86	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	1.5	$55M	-18%	6.0M	9.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$53M	+9%	676k	78.44	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.1	$43M	+2%	3.0M	14.30	View chart
Microsoft Corporation (MSFT)	1.1	$41M	+43%	101k	403.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$40M	-18%	407k	98.51	View chart
Select Sector Spdr Tr Financial (XLF)	1.1	$40M	+1614%	1.0M	38.82	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.0	$39M	+82%	272k	142.20	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$38M	-5%	189k	200.17	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$36M	-23%	188k	190.41	View chart
Two Rds Shared Tr Anfield Diversif (DALT)	0.9	$35M	+12%	4.1M	8.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$29M	+180%	297k	98.24	View chart
NVIDIA Corporation (NVDA)	0.7	$27M	+22%	43k	630.28	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$25M	+232%	253k	100.31	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$25M		68k	370.91	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.7	$25M	+40%	519k	47.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$24M	+87%	189k	127.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$24M	+29%	462k	52.02	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$24M	-2%	255k	93.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$24M		125k	187.57	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.6	$23M	NEW	560k	40.93	View chart
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)	0.6	$23M	NEW	562k	40.61	View chart
Innovator Etfs Tr Quity Managd Flr (SFLR)	0.6	$23M	-42%	803k	28.00	View chart
Amazon (AMZN)	0.6	$22M	+24%	140k	159.28	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.6	$22M	NEW	818k	27.05	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.6	$22M	+11%	2.6M	8.62	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$21M	-50%	255k	82.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$21M	-6%	46k	449.66	View chart
Select Sector Spdr Tr Communication (XLC)	0.5	$20M		257k	76.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$19M	-12%	59k	322.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$18M	+15%	473k	38.89	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.5	$18M	+22%	317k	57.04	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$17M	-14%	356k	48.91	View chart
Meta Platforms Cl A (META)	0.5	$17M	+41%	43k	394.78	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$16M	+262%	349k	46.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$16M	+54%	113k	141.16	View chart
Exxon Mobil Corporation (XOM)	0.4	$16M	+25%	153k	102.39	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$15M	+29%	134k	114.81	View chart
Chevron Corporation (CVX)	0.4	$15M	+22%	104k	147.89	View chart
UnitedHealth (UNH)	0.4	$15M	+23%	30k	507.13	View chart
JPMorgan Chase & Co. (JPM)	0.4	$14M	+11%	81k	173.73	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.4	$14M	NEW	275k	49.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$14M	+11%	81k	168.48	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$14M	+10%	226k	60.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$14M	+421%	142k	95.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$14M	+1174%	137k	99.37	View chart
Eli Lilly & Co. (LLY)	0.4	$13M	+100%	20k	660.42	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$13M	+16%	969k	13.32	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$12M	-33%	239k	50.47	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$11M	NEW	205k	54.68	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$11M	NEW	288k	38.88	View chart
Visa Com Cl A (V)	0.3	$11M	+19%	39k	277.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$11M	+51%	45k	243.10	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$11M	+20%	97k	108.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$10M	-58%	130k	80.63	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$10M	+130%	12k	890.53	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$10M	+7%	171k	59.94	View chart
Adobe Systems Incorporated (ADBE)	0.3	$10M	+153%	16k	627.90	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$10M	-11%	167k	59.73	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$9.7M	+2%	189k	51.28	View chart
Novo-nordisk A S Adr (NVO)	0.3	$9.7M	+118%	84k	115.79	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.3	$9.7M	+4%	1.1M	9.12	View chart
Citigroup Com New (C)	0.3	$9.6M	+18%	172k	56.06	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$9.5M	+1012%	128k	74.41	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$9.2M	+3%	167k	55.17	View chart
Mastercard Incorporated Cl A (MA)	0.2	$9.2M	+21%	20k	460.91	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$9.2M	+3512%	34k	270.08	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$9.0M	+117%	93k	96.37	View chart
Boeing Company (BA)	0.2	$8.9M	+55%	42k	209.81	View chart
Tesla Motors (TSLA)	0.2	$8.7M	+7%	46k	188.86	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$8.7M	-9%	336k	25.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$8.5M	+291%	79k	107.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$8.4M		153k	55.02	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$8.3M	NEW	158k	52.59	View chart
Procter & Gamble Company (PG)	0.2	$8.3M	+16%	52k	159.18	View chart
Anthem (ELV)	0.2	$8.1M	+46%	16k	495.42	View chart
Enbridge (ENB)	0.2	$7.7M	+54%	214k	35.86	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$7.5M	-16%	122k	61.26	View chart
Vanguard Wellington Us Quality (VFQY)	0.2	$7.4M	-13%	58k	127.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.4M	-11%	96k	77.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$6.9M	+1156%	30k	231.44	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$6.8M		142k	47.82	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Equ Buff (XISE)	0.2	$6.8M	NEW	221k	30.55	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$6.7M		315k	21.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$6.5M	+859%	113k	57.96	View chart
RBB Motley Fol Etf (TMFC)	0.2	$6.1M	+20%	132k	46.41	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$6.1M		145k	42.15	View chart
Microstrategy Cl A New (MSTR)	0.2	$6.0M	+10%	12k	503.48	View chart
Merck & Co (MRK)	0.2	$5.9M	-31%	47k	126.38	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$5.9M	-6%	73k	81.63	View chart
Verizon Communications (VZ)	0.2	$5.9M	-11%	139k	42.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$5.9M	-18%	15k	386.44	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$5.7M	+2%	69k	82.76	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$5.7M	+5%	116k	49.24	View chart
Abbvie (ABBV)	0.2	$5.6M	-5%	34k	167.59	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.6M	+41%	13k	429.77	View chart
Pepsi (PEP)	0.2	$5.6M	+143%	33k	171.70	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$5.5M	NEW	305k	18.19	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$5.4M	-67%	112k	48.52	View chart
Churchill Downs (CHDN)	0.1	$5.4M		44k	122.30	View chart
Vanguard Wellington Us Minimum (VFMV)	0.1	$5.4M	-11%	51k	106.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$5.3M	-18%	106k	50.30	View chart
International Business Machines (IBM)	0.1	$5.2M	-2%	28k	186.90	View chart
Morgan Stanley Com New (MS)	0.1	$5.2M		59k	86.82	View chart
McKesson Corporation (MCK)	0.1	$5.1M	+55%	10k	501.87	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$5.1M	NEW	131k	38.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$5.0M	+21%	126k	39.42	View chart
salesforce (CRM)	0.1	$4.9M	+24%	17k	283.80	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$4.8M	-25%	43k	110.63	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.1	$4.8M	-4%	162k	29.55	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$4.8M	+810%	66k	72.46	View chart
Palo Alto Networks (PANW)	0.1	$4.7M	+44%	14k	339.96	View chart
Valero Energy Corporation (VLO)	0.1	$4.6M	-2%	34k	138.29	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.6M	-82%	26k	174.21	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$4.6M		98k	46.88	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$4.5M	NEW	99k	46.02	View chart
Cheniere Energy Com New (LNG)	0.1	$4.5M	+64%	28k	163.00	View chart
Amgen (AMGN)	0.1	$4.5M	-6%	14k	324.56	View chart
Two Rds Shared Tr Fndtns Dynamic G (FDGR)	0.1	$4.4M	NEW	392k	11.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.4M	+308%	22k	195.44	View chart
Home Depot (HD)	0.1	$4.3M	+8%	12k	360.06	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.3M	-19%	35k	124.30	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$4.3M	+5%	188k	22.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.3M	-3%	38k	113.31	View chart
Southern Company (SO)	0.1	$4.2M	-3%	60k	70.50	View chart
Main Street Capital Corporation (MAIN)	0.1	$4.2M	+18%	94k	44.96	View chart
Novartis Sponsored Adr (NVS)	0.1	$4.0M	+7%	38k	105.33	View chart
Williams Companies (WMB)	0.1	$4.0M	-5%	116k	34.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$4.0M	-39%	10k	385.11	View chart
Altria (MO)	0.1	$4.0M		95k	41.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.9M	-15%	81k	47.88	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$3.9M		33k	116.24	View chart
Ares Capital Corporation (ARCC)	0.1	$3.8M	+10%	191k	20.08	View chart
Advanced Micro Devices (AMD)	0.1	$3.7M	+18%	22k	170.48	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.7M	+74%	92k	40.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.7M	-72%	159k	23.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.6M	+9%	24k	152.31	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.6M	+512%	34k	108.16	View chart
Apollo Tactical Income Fd In (AIF)	0.1	$3.6M	+9%	252k	14.42	View chart
Sempra Energy (SRE)	0.1	$3.6M	-2%	50k	72.35	View chart
McDonald's Corporation (MCD)	0.1	$3.6M	+4%	12k	298.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$3.6M	-57%	43k	83.40	View chart
At&t (T)	0.1	$3.5M	+115%	196k	18.04	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$3.5M	+9%	117k	30.21	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$3.5M	+11%	166k	21.04	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$3.5M	+10%	81k	42.98	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$3.5M	+31%	137k	25.48	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$3.5M	+10%	260k	13.42	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$3.5M	-24%	85k	40.75	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$3.5M		135k	25.67	View chart
Pioneer High Income Trust (PHT)	0.1	$3.5M	+11%	469k	7.39	View chart
Blackrock Multi-sector Incom other (BIT)	0.1	$3.4M	+12%	220k	15.55	View chart
Pgim Short Duration High Yie (ISD)	0.1	$3.3M	+13%	263k	12.70	View chart
Public Service Enterprise (PEG)	0.1	$3.3M	-4%	56k	59.03	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$3.3M	+412%	43k	76.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.2M	-76%	12k	275.93	View chart
Broadcom (AVGO)	0.1	$3.2M	+16%	2.7k	1199.99	View chart
Wal-Mart Stores (WMT)	0.1	$3.2M	-36%	19k	168.31	View chart
Innovator Etfs Tr Us Eqty Ultra B (UDEC)	0.1	$3.2M	-3%	98k	32.51	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$3.1M	+77%	111k	27.97	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$3.1M	-32%	53k	57.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$3.1M	-45%	35k	88.35	View chart
Albemarle Corporation (ALB)	0.1	$3.0M	+170%	26k	116.78	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$3.0M	+8%	12k	260.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.0M	+33%	10k	299.38	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$3.0M	+26%	22k	135.22	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$3.0M	-4%	25k	119.56	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$3.0M	NEW	42k	71.75	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$3.0M	+14%	155k	19.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.0M	-7%	21k	142.71	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$3.0M	+6%	32k	94.03	View chart
PCM Fund (PCM)	0.1	$2.9M	+18%	365k	8.07	View chart
Coca-Cola Company (KO)	0.1	$2.9M	+3%	47k	60.98	View chart
Vanguard World Fds Industrial Etf (VIS)	0.1	$2.9M	+7%	13k	221.74	View chart
Bristol Myers Squibb (BMY)	0.1	$2.8M	+9%	59k	48.67	View chart
Pfizer (PFE)	0.1	$2.8M	-52%	103k	27.29	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.8M	-42%	15k	183.05	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$2.8M	+28%	63k	44.66	View chart
Costco Wholesale Corporation (COST)	0.1	$2.8M	+33%	3.9k	704.42	View chart
Vanguard World Fds Materials Etf (VAW)	0.1	$2.7M	+13%	15k	185.20	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.7M	+49%	24k	113.39	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.7M	-11%	56k	48.44	View chart
Gilead Sciences (GILD)	0.1	$2.7M	-4%	34k	78.16	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR)	0.1	$2.7M	-12%	81k	33.03	View chart
International Flavors & Fragrances (IFF)	0.1	$2.6M		32k	82.18	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.6M	-2%	72k	36.33	View chart
Crown Castle Intl (CCI)	0.1	$2.6M	-4%	24k	111.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.6M	+108%	45k	57.50	View chart
DNP Select Income Fund (DNP)	0.1	$2.6M	+205%	285k	9.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.6M	+49%	24k	105.15	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GJUL)	0.1	$2.5M	NEW	77k	32.66	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.4M	-51%	120k	20.35	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)	0.1	$2.4M	-3%	68k	35.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.4M	+185%	14k	173.72	View chart
Zscaler Incorporated (ZS)	0.1	$2.4M	+70%	10k	238.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.4M	+3%	7.5k	315.15	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.1	$2.3M	-5%	102k	23.02	View chart
Enterprise Products Partners (EPD)	0.1	$2.3M	+15%	85k	26.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.3M	-33%	31k	73.66	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$2.2M	+19%	64k	33.98	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$2.2M	+33%	4.3k	500.23	View chart
Walt Disney Company (DIS)	0.1	$2.2M	-43%	22k	97.06	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.1M	-27%	31k	67.98	View chart
Two Rds Shared Tr Foundations Dynm (FDCE)	0.1	$2.1M	NEW	191k	11.15	View chart
Bank of America Corporation (BAC)	0.1	$2.1M	+9%	63k	33.55	View chart
Two Rds Shared Tr Fndtns Dyn Incom (FDTB)	0.1	$2.1M	NEW	207k	10.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.1M	NEW	42k	50.42	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.1M	+32%	35k	59.52	View chart
American Express Company (AXP)	0.1	$2.1M	+5%	10k	203.21	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	0.1	$2.1M	+43%	40k	51.58	View chart
Johnson & Johnson (JNJ)	0.1	$2.1M	-52%	13k	158.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.0M	+172%	24k	85.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.0M	+111%	26k	77.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.0M	+16%	35k	56.25	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$2.0M	+4%	63k	31.23	View chart
Netflix (NFLX)	0.1	$1.9M	-47%	3.4k	567.51	View chart
Linde SHS (LIN)	0.1	$1.9M		4.7k	408.67	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.9M	+556%	31k	62.62	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.9M	+7%	31k	61.86	View chart
Caterpillar (CAT)	0.1	$1.9M		6.2k	307.69	View chart
Old Dominion Freight Line (ODFL)	0.0	$1.9M	NEW	4.7k	392.19	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.8M	+54%	39k	46.73	View chart
United Parcel Service CL B (UPS)	0.0	$1.8M	-56%	13k	142.41	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.0	$1.8M	+67%	21k	85.43	View chart
General Electric Com New (GE)	0.0	$1.8M		13k	135.41	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.7M	-2%	19k	92.17	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$1.7M	-45%	24k	71.58	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$1.7M	-15%	13k	130.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.7M	-28%	16k	105.34	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$1.7M		84k	20.35	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$1.7M		21k	81.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.7M	+115%	7.3k	232.11	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$1.6M	+235%	24k	68.39	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.6M	+207%	7.2k	224.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.6M	-26%	9.1k	174.28	View chart

Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

Foundations Investment Advisors 2023 Q4 filed Feb. 8, 2024
Foundations Investment Advisors 2023 Q3 filed Oct. 5, 2023
Foundations Investment Advisors 2023 Q2 filed July 19, 2023
Foundations Investment Advisors 2023 Q1 filed April 25, 2023
Foundations Investment Advisors 2022 Q4 filed Jan. 11, 2023
Foundations Investment Advisors 2022 Q3 filed Oct. 19, 2022
Foundations Investment Advisors 2022 Q2 filed July 8, 2022
Foundations Investment Advisors 2022 Q1 filed April 19, 2022
Foundations Investment Advisors 2021 Q4 filed Jan. 21, 2022
Foundations Investment Advisors 2021 Q3 filed Oct. 13, 2021
Foundations Investment Advisors 2021 Q2 filed July 14, 2021
Foundations Investment Advisors 2021 Q1 filed April 9, 2021
Foundations Investment Advisors 2020 Q4 filed Jan. 13, 2021
Foundations Investment Advisors 2020 Q3 filed Oct. 7, 2020
Foundations Investment Advisors 2020 Q2 filed July 8, 2020
Foundations Investment Advisors 2020 Q1 filed April 6, 2020

View all past filings

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